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slides · global inventory

Consultants Gambit

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Matching slides 39,432
Current window 28,441-28,470
Pages 1,315
Rows per page 30
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28,441-28,470 of 39,432

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Slide 1
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Situation & Context1 hit
02
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Situation & Context1 hit
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This slide outlines a three-pillar activist proposal for BHP.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Situation & Context1 hit
04
The slide uses a waterfall-bridge structure to show the transition from current enterprise value to total potential value.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Situation & Context1 hit
06
The slide uses a 2x2 grid layout to categorize assets, with callout boxes highlighting key competitive advantages for each segment.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
07
The slide uses the South32 demerger as a precedent to advocate for the demerger of BHP's US petroleum business.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide uses a 'Comparable Portfolio' benchmark to highlight consistent underperformance across multiple timeframes.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide uses four distinct time-series charts to frame the underperformance relative to specific corporate events (Rio bid, S32 demerger).BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
10
The slide highlights a 20.4% / US$19.0bn upside potential based on the valuation gap.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
11
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
13
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
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Includes a structural diagram comparing current vs. proposed state, a bar chart showing asset/profit splits, and a line chart showing historical price discounts.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
15
The chart shows a dual-axis combination of bar (balance) and line (percentage of equity).BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
16
The slide uses a structured list format to present the core thesis of the activist campaign.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
17
The slide uses a structured 'preempt_rebuttal' framework to address investor concerns regarding the BHP unification.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
18
The slide uses external authority to validate the activist's thesis on DLC simplification.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
19
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
20
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
21
The slide uses a comparison of BHP Billiton against a synthetic 'Comparable Portfolio' to challenge the diversification thesis.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
22
The slide uses a bulleted list to outline the rationale for a demerger based on lack of operational synergy and management distraction.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
23
The slide uses a bar chart to show the dispersion of broker valuations, with a clear 'Broker Average' line and standard deviation bands.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
24
The slide uses peer benchmarking to argue for a valuation re-rating.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
25
The slide uses a structured argument format to justify a corporate divestiture/spinoff.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
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The slide argues for a re-rating of BHP based on peer valuation multiples.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof1 hit
28
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof1 hit
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The slide uses a dual-chart approach to show cash generation and balance sheet strength.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof1 hit
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This is a continuation slide detailing the mechanics and rationale for a specific capital allocation strategy.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof1 hit
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This slide presents a financial proposal from Elliott Management regarding BHP's capital allocation strategy.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof1 hit
35
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
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The slide uses a 'problem-solution' structure to critique current compensation metrics.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit